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Salesforce

2,807 hedge funds and large institutions have $180B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,156 increasing their positions, 1,218 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $6.79B | Put options by funds: $5.79B

5% less repeat investments, than reductions

Existing positions increased: 1,156 | Existing positions reduced: 1,218

1% less ownership

Funds ownership: 80.62%79.62% (-1%)

5% less funds holding

Funds holding: 2,9532,807 (-146)

14% less capital invested

Capital invested by funds: $210B → $180B (-$30.2B)

29% less funds holding in top 10

Funds holding in top 10: 5640 (-16)

32% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 296

Holders
2,807
Holders Change
-146
Holders Change %
-4.94%
% of All Funds
36.84%
Holding in Top 10
40
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-28.57%
% of All Funds
0.52%
New
201
Increased
1,156
Reduced
1,218
Closed
296
Calls
$6.79B
Puts
$5.79B
Net Calls
+$994M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Change in
Stake
NG
2976
Novem Group
New York
-$267K -978 Closed
CWMS
2977
Cannon Wealth Management Services
North Carolina
-$266K -976 Closed
CFAM
2978
Center For Asset Management
Florida
-$324K -964 Closed
Winslow Capital Management
2979
Winslow Capital Management
Minnesota
-$257K -944 Closed
NCM
2980
Next Capital Management
New York
-$257K -943 Closed
BL
2981
Balentine LLC
Georgia
-$255K -936 Closed
Fiera Capital (Canada)
2982
Fiera Capital (Canada)
Quebec, Canada
-$254K -931 Closed
MSA
2983
McAlister Sweet & Associates
Texas
-$250K -917 Closed
MPM
2984
MBB Public Markets
Illinois
-$250K -916 Closed
BPAMU
2985
BTG Pactual Asset Management US
New York
-$249K -912 Closed
TA
2986
Tactive Advisors
Florida
-$248K -908 Closed
CCA
2987
Catalyst Capital Advisors
New York
-$247K -907 Closed
BWP
2988
BlueStem Wealth Partners
Minnesota
-$242K -888 Closed
WFA
2989
Wellspring Financial Advisors
Ohio
-$240K -881 Closed
RFN
2990
RDA Financial Network
Iowa
-$240K -880 Closed
PJWM
2991
Philip James Wealth Mangement
Georgia
-$238K -873 Closed
GGA
2992
Granite Group Advisors
Connecticut
-$238K -872 Closed
EC
2993
EntryPoint Capital
New York
-$238K -871 Closed
PFG
2994
PAX Financial Group
Texas
-$237K -869 Closed
PWM
2995
Puff Wealth Management
New Jersey
-$234K -859 Closed
HWM
2996
Hobbs Wealth Management
Indiana
-$234K -858 Closed
BCM
2997
Brown Capital Management
Maryland
-$234K -857 Closed
CFS
2998
Coordinated Financial Services
Colorado
-$234K -857 Closed
IIA
2999
Integral Investment Advisors
California
-$234K -857 Closed
WWM
3000
Whalen Wealth Management
Nevada
-$233K -855 Closed

CRM Hedge Fund Activity: Q3 2025 in Review

2,807 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2025, worth a combined $180B — down 14% from $210B a quarter earlier.

Sellers outnumbered buyers: 296 funds closed out of CRM and 201 opened new positions — a net loss of 95 holders — while 1,218 trimmed existing stakes and 1,156 added.

The largest buyer was Capital World Investors, adding an estimated $2.68B. The largest seller was Wellington Management Group, cutting an estimated $1.33B.

  • 2,807 institutional investors held Salesforce (CRM) as of Q3 2025, down from 2,953 in Q2 2025.
  • Funds reported $180B of Salesforce stock for Q3 2025, down 14% quarter-over-quarter.
  • 201 funds opened new Salesforce positions in Q3 2025 and 296 closed out, a net change of -95 holders.
  • The largest Salesforce buyer in Q3 2025 was Capital World Investors, an estimated $2.68B added.
  • The largest Salesforce seller in Q3 2025 was Wellington Management Group, an estimated $1.33B sold.

Based on aggregated 13F filings for Q3 2025.